Monthly Luncheon: Distribution Dilemmas: Retirement Plan Hardships and Loans presented by Matthew Chiarello and Anne Meyer of Snell & Wilmer L.L.P.

  • 14 Nov 2019
  • 11:30 AM - 1:00 PM
  • Phoenix Country Club (at 7th Street and Thomas)

Registration


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Distribution Dilemmas: Retirement Plan Hardships and Loans

Most 401(k) retirement plans permit participants to take plan loans and hardship distributions. These distribution options can be lifesavers for participants, but can result in administrative errors and burdens on plan administrators.  This session will describe the requirements of plan loans and hardships, including the recent final regulations on hardship distributions, as well as common errors with these distributions and how to correct them. 


Event Details

When:

Thursday, November 14, 2019

11:30am to 1:00pm

 

Where:

Phoenix Country Club

2901 N. 7th Street

Phoenix, AZ 85014

 

(Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to info@wpbcphoenix.org.  



About Anne Meyer

Anne Meyer is a partner in the Phoenix office of Snell & Wilmer L.L.P.  She counsels clients in the design, documentation and implementation of qualified and non-qualified retirement plans and executive compensation programs (including equity based compensation programs) and compliance with the requirements of the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (“ERISA”).  Anne also advises clients on benefits and compensation issues in connection with corporate transactions.  Anne received her Bachelor of Arts degree from Loras College and her law degree from the University of Iowa College of Law.  Anne is an active member of the American Bar Association, the Phoenix Chapter of the Western Pension and Benefits Council and the Executive Council of the Tax Section of the State Bar of Arizona.



About Matthew Chiarello

Matthew Chiarello is an associate in the Phoenix office of Snell & Wilmer L.L.P.  He assists employers in the design, administration and documentation of qualified- and non-qualified retirement plans, health and welfare plans and executive compensation programs.  In addition, Matthew has experience navigating Department of Labor investigations and complex corporate transactions.  Further, Matthew has helped employers comply with the reporting requirements of the Affordable Care Act and has abated multi-million dollar large employer shared responsibility penalties assessed by the IRS.  Matthew received his undergraduate degree from the University of Pennsylvania and his law degree from The College of William & Mary.    



The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter event

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